BEGIN:VCALENDAR VERSION:2.0 PRODID:-//PIMFA - Building Personal Financial Futures - ECPv4.6.12//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VEVENT DTSTART;TZID=Europe/London:20190625T093000 DTEND;TZID=Europe/London:20190625T130000 DTSTAMP:20240328T103104 CREATED:20190508T101542Z LAST-MODIFIED:20231002T074910Z UID:74929-1561455000-1561467600@www.pimfa.co.uk SUMMARY:CPD Training Course: How to Meet Emerging Client Demand For Philanthropy and Social Investment Advice DESCRIPTION:(U)HNWs’ private clients’ needs are changing. Research shows that they want more comprehensive and personalised support from their professional advisers to address their values-based economic and social goals. Driven by millennials and women with wealth\, the growing demand for philanthropy and social impact investment advice and support provides increased opportunities for professional advisory firms. \nPhilanthropy Impact’s evidence-based research (supported by Scorpio Partnership\, CAF and other research) demonstrates: \n\nPhilanthropy and social impact investment goals are a key driver for many (U)HNW clients’ when managing their personal wealth\nClients want more/better philanthropy advice\, with guidance from their advisers\nAdvisers can display their commitment to support clients on issues that they care about\, bringing more depth to the client/adviser relationship.\n\nLearning Areas \nBy attending this half-day intensive workshop\, advisers will gain an understanding of the commercial proposition for providing this service to their clients\, develop their philanthropy and social impact investment knowledge\, plus learn practical skills to better support clients’ expectations and needs. \nThe session is highly interactive and gives advisers an opportunity to understand how philanthropy can incorporated in to their advisory practice. \nTrainers: Heiko Specking\, Founder\, specking+partners & John Pepin\, CEO\, Philanthropy Impact \nSpeakers: Lyn Tomlinson\, Wealth Planning Director & Philanthropy Lead\, Cazenove Capital \nCPD: 180 minutes (3 hours) self-certified CPD points \nRegistration by 21 June (limited to 12 advisers). \nRegister by sending an email to registration@philanthropy-impact.org or cecilia.hersler@philanthropy-impact.org \nCost: £450 (includes access to the handbook “Getting Ready For Changing Times– Philanthropy Impact Handbook for Professional Advisers”) \nDiscounts for Philanthropy Impact partners: Corporate Standard 10%\, \nCorporate Premium 20%; Individual members 10% \nDiscount for PIMFA members: £405\n \nCancellations received in writing 5 working days prior to the event will receive a full refund. It is regretted that cancellations made after this time will not receive a refund. \nPhilanthropy impact would like to thank Cazenove Capital for generously hosting this training course and our supporting partner PIMFA  \n \n URL:https://www.pimfa.co.uk/event/cpd-training-course-how-to-meet-emerging-client-demand-for-philanthropy-and-social-investment-advice-2/ CATEGORIES:Industry Events,Industry Seminar END:VEVENT END:VCALENDAR